Aje Advice

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Albury, NSW
Aje Advice

Advice on your terms. Build a confident and secure future.

07/10/2026

Financial planning done differently.

Bringing over three decades of combined experience in financial advisory to our local Border community, we empower you with the knowledge to make informed decisions about your financial future.

We pride ourselves on offering financial planning that’s done differently, focusing on the importance of personal connections with our clients.

We strive to build lasting relationships based on trust and integrity, ensuring that your financial journey is as smooth as possible.

Get in touch with James, Director / Adviser
[email protected].

www.ajeadvice.com.au

01/10/2026

Ongoing advice, on your terms.

Take the stress out of retirement by planning ahead. Don’t leave your future to chance.

By having a tailored plan, you gain a better understanding of your financial situation now and into the future, supporting you to achieve both short-term and long-term retirement goals.

Have a financial adviser look after your wealth while you enjoy retirement.

Get in touch with Alex, Senior Financial Adviser.
[email protected]

www.ajeadvice.com.au

22/09/2026

Take the stress out of planning.

Navigating Centrelink’s complex systems can be overwhelming and confusing.

It shouldn’t have to be.

We’re here to assist you with your Centrelink and Aged Pension queries, ensuring that you’re benefiting from entitlements that align with your overall financial goals.

We can help with:

▪️Strategic advice
▪️Eligibility assessment
▪️Optimising entitlements
▪️Application assistance

Feel at ease with a trusted adviser by your side.

Contact Alex, Senior Financial Adviser.
[email protected]

www.ajeadvice.com.au

17/09/2026

Understanding Aged Care funding.

Transitioning a loved one to aged care can be hard and complex.

If you’re going through the process, you might have questions including:

▪️Do we have to sell the family home?
▪️Do we have to sell all our possessions?
▪️What happens if one partner goes into care but not the other?

It’s okay, we’re here to ease the burden.

James and the team are accredited in Aged Care, specialising in helping families transition loved ones into Aged Care.

We provide you with guidance that will allow you to make more informed financial decisions, including how to structure payments for aged care now, and into the future.

Feel supported on your journey.

Contact James today, Director / Adviser.
[email protected]

www.ajeadvice.com.au

09/09/2026

Set fresh goals.

At Aje Advice, we’re local financial advisers providing financial advice to our Border region.

We build relationships based on trust and integrity.

We're here to help streamline your financial journey by creating strategies for growth and supporting you to set fresh goals that are aligned to your circumstances.

Book an assessment with one of our financial advisers.
[email protected]

www.ajeadvice.com.au

03/09/2026

Reaching the finish line.

Last month James swapped a suit for runners as he took part in the 2026 City2Surf in Sydney.

The 14KM run took in some of the best scenic spots between Hyde Park and Bondi Beach.

Joined by his brother, Brad, who repped an Aje Advice shirt for the event, James loved participating and challenging himself on the day.

Well done James 👏🏼

www.ajeadvice.com.au

30/08/2026

Aje Advice is 2 🥳🎈

Last Friday marked two years since we founded Aje Advice.

We still pinch ourselves that we get to live out our passion of building meaningful relationships and supporting our local community with their financial planning through advice, on your terms.

Thank you to our family, friends, clients and referral partners - we couldn’t do it without you.

James and Amy.

📷 Flashback from our 1st birthday celebrations at

25/08/2026

Investing Hereafter.

Plan today for your future.

If you’ve been put off by the complexities of everything involved in retirement planning, let our expert financial advisers support you so you can make strategic financial decisions about your future.

Feel confident every step of the way as we work closely to identify your priorities so you're achieving your retirement goals.

Invest in your retirement.

Book an appointment with James or Alex.
[email protected].

www.ajeadvice.com.au

19/08/2026

Focused on finals.

Last weekend was the last round of the 2026 Home and Away season for Thurgoona Football Netball Club

With several teams taking part in the final series, starting this weekend at the ‘MCG of the bush’, Sandy Creek Reserve, we wish them good luck as they give it their all.

We’re proud of our commitment to support local clubs as they come together for a shared love of sport and community involvement.

We’ll be cheering from the sidelines 🎉

www.ajeadvice.com.au

📷 Thurgoona FNC.

13/08/2026

Advice on your terms.

At Aje Advice, when you meet with us for the first time, we schedule an initial meeting that is designed to determine the best service offering for your wants and needs.

We have three different servicing offerings based on outcome of our initial assessment:

> Educational meetings
This service offers flexibility and cost-efficiency, allowing you to schedule meetings as needed
to suit your financial goals, with a focus on achieving your short-term goals and not a
long-term commitment.

> Strategic planning
This service helps to tailor a plan best suited to your financial needs, and where you may
require some specialised strategic advice.

> Continuous guidance
This service includes ongoing review meetings to support you through your financial journey
and is designed for long term sustainable growth.

Find out more: www.ajeadvice.com.au/new-client-process

www.ajeadvice.com.au

Address

566 Kiewa Street
Albury, NSW
2640

Website

http://ajeadvice.com.au/

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